WESTWOOD CLUB: Registration/Networking from 3:30 pm followed by presentations from 4:00 pm - 6:00 pm

REGISTER

 

4:00 PM

Topic: The Effect of Full Market Cycles and Volatility on Client Behavior & Performance

Speaker:  Emily Frazier, CKA, Spectrum Financial

1 CFP CE Credit Approved

 

 

5:00 PM

Topic: What Estate Planning Lawyers Want Financial Advisors to Know

Speaker:  Jennifer Schooley, Schooley Law Firm, PC

1 CFP CE Credit Pending Approval